Senior Relationship manager- Samruddhi loans-Ahmedabad

0 years

5 Lacs

Posted:1 week ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Part Time

Job Description

The Senior Relationship Manager is responsible for managing and growing a portfolio of high-net-worth clients. This role involves building and maintaining strong client relationships, providing financial advice, and identifying opportunities to cross-sell financial products and services. The Senior Relationship Manager will also be responsible for achieving sales targets and ensuring client satisfaction.

  • Develop and maintain strong relationships with high-net-worth clients.
  • Provide financial advice and guidance to clients on a range of financial products and services.
  • Identify and pursue new business opportunities to grow the client portfolio.
  • Achieve sales targets and contribute to the overall profitability of the business.
  • Ensure client satisfaction and address any issues or concerns in a timely manner.
  • Stay up-to-date on industry trends, market conditions, and regulatory changes.
  • Collaborate with other team members to provide a seamless client experience.
  • Prepare and deliver client presentations and reports.
  • Manage client accounts and ensure compliance with all relevant regulations.

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